郭家耀: 港股料上试25,000阻力 中概股加速回归利好港交所(00388.HK)
正荣金融业务部副总裁郭家耀称,美股上周五(8日)表现向上,美国上月份非农业职位急跌,未有影响市场气氛。投资者继续憧憬经济重启,加上中美关系有缓和迹象,利好投资气氛,三大指数均录得显着升幅收市。避险情绪降温,美元走势靠稳,金价受压,美国十年期债息回升至0.68厘水平。市场憧憬供求失衡情况有所改善,油价显着反弹。港股预托证券大致向好,预料大市早段跟随外围高开。内地股市表现向上,中美贸易关系改善,沪综指高开高走,收市上升0.8%,沪深两市成交额略为增加。
港股跟随外围向好,指数重上多条移动平均线水平,大市成交亦有所增加。市场继续关注中美贸易关系情况,重磅蓝筹股公布季绩亦有助推动大市表现,预料指数有望上试25,000点阻力,下方支持在23,800点附近。
另中概股陆续回归香港上市,继早前传出京东已提交来港上市申请,市传网易亦已向港交所提交第二上市申请。阿里巴巴(09988.HK)来港第二上市後,无论成交额及股价表现均令投资者感到满意,加上早前瑞幸咖啡财务造假事件,以及因中美关系紧张,美国当局有讨论中止将联邦雇员退休金投资於中资股的计划,推动中概股加速回归。目前京东及网易的市值分别达4,800亿元及3,300亿元,在港上市的话,可望带动整体市场的交投,利好港交所(00388.HK)收入。
另一方面,恒指服务公司就恒指纳入同股不同权、第二上市企业为成分股进行谘询,预计月中将会有结果,若这批企业能成功染蓝,将进一步增加回归上市的吸引力,而且恒指相关产品的关注度肯定会再提升,对港交所收入亦有所裨益,前景值得乐观。
(笔者为证监会持牌人,没持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.